See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,011 | $117,983-82.2% | $101,794-79.4% | $142,382-85.2% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 20.44% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,910 | $2,773-31.1% | $2,289-16.5% | $4,299-55.6% |
| Participant deferral / active EE | $2,329 | $4,714-50.6% | $4,084-43.0% | $6,507-64.2% |
| Admin fee / account holder | $104 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |